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October 2025

Interview with Former Transocean Executive
A Discussion with a Former Transocean and Current Borr Exec Who Lived Through the Downturn
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Borr Drilling, Mexico & Russian Sanctions
A Pre Earnings Update: PEMEX Repayments and Discontinued Contracts
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October Group Call
An Exclusive Call to Thank our Paid Subscribers
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39:44
Sable Offshore Restart Plan & OS&T Valuation
OSFM Denies Sables Restart Plan on a Clunky, Weak Narrative + Valuation of the OS&T Route
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Sable Offshore & Sacramento: Update of Our Current Thoughts on Sable's Position
California's Energy Policy is Driving 20% of State Production Elsewhere and Federal Powers Back Sable's Plans to Develop These Federal Assets
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California Energy Catastrophe
A Conversation with Californians for Energy and Science's Mike Umbro
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On the Horizon
November 2025
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Finding Value in Increasingly Uncertain Times
New Portfolio Additions and What We Are Buying More Of
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